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Freestone Grove Partners’s Equifax EFX Stock Holding History

Freestone Grove Partners’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-85,640
Closed -$15.4M – 1120
2026
Q1 		$15.4M Buy
+85,640
New +$17M 0.11% 243
2025
Q3 		– Sell
-62,472
Closed -$16.2M – 755
2025
Q2 		$16.2M Buy
+62,472
New +$15.9M 0.12% 227
2025
Q1 		– Sell
-6,269
Closed -$1.6M – 645
2024
Q4 		$1.6M Buy
+6,269
New +$1.68M 0.02% 276

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Vanguard Portfolio Management
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State Street
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Capital International Investors
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SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Freestone Grove Partners's EFX Position: Q2 2026 in Review

Freestone Grove Partners sold out of Equifax (EFX) in Q2 2026, closing a stake of 85,640 shares — an estimated $15.4M sold.

Freestone Grove Partners first reported a position in EFX in Q4 2024 and held it in 3 quarters. The position peaked at $16.2M in Q2 2025. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Freestone Grove Partners reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 85,640 Equifax shares in Q2 2026, an estimated $15.4M.
  • Freestone Grove Partners first reported a position in Equifax in Q4 2024 and held it in 3 quarters.
  • Freestone Grove Partners's Equifax position peaked at $16.2M in Q2 2025.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.